News - Market Insights

Hidden gems are starting to emerge at the small end of the iron ore industry thanks to the growing interest of billionaire investors with low-profile CZR Resources (ASX: CZR) shaping as the stock to watch.

Super-rich Gina Rinehart and Mark Creasy are leading the charge into small iron ore stocks as the price of the steel-making material refuses to fall as noted in last month’s report. With the price of high-quality ore sitting around US$150 a tonne every iron ore producer in the world should be generating handsome profits and this is likely to continue for some time as Chinese steel demand rebounds and the war in Ukraine crimps exports from that country and Russia.

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Kin has intersected new zones of high-grade gold mineralisation east of historical surface workings at the underexplored Rangoon area within its Cardinia project near Leonora, WA, highlighting substantial new upside at the 1.275Moz project (reports Stockhead).

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Prime Minister Boris Johnson ramped up plans to build new nuclear power stations and offshore wind farms as he seeks to shore up the UK’s energy supplies in the wake of Russia’s invasion of Ukraine (reports Bloomberg).

Prime Minister Boris Johnson ramped up plans to build new nuclear power stations and offshore wind farms as he seeks to shore up the UK’s energy supplies in the wake of Russia’s invasion of Ukraine (reports Bloomberg). The premier’s energy security strategy targets a tripling of installed nuclear power capacity by 2050 and accelerates plans to install offshore wind farms this decade. The document also includes more ambitious targets on hydrogen, solar power and measures to spur North Sea oil and gas projects.

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With uranium trading within spitting distance of the magic US$60/lb mark which could incentivise new production, companies are starting to revive efforts to deliver the energy commodity (reports Stockhead).

Deep Yellow is carrying out an all-scrip takeover of Vimy Resources that is expected to increase the chances of developing Vimy’s “world class” Mulga Rock uranium mine in WA while Paladin Energy and Boss Energy have both raised funds to progress their respective projects. Likewise, DevEx Resources (ASX:DEV) is dusting off its highly prospective Nabarlek project centred at the historical Nabarlek uranium mine, which was considered Australia’s highest-grade mine with previous production of 24Mlbs grading 1.84% U3O8.

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As it had been promising in the past few weeks, Western Australian miner Gascoyne Resources has delivered its best-ever quarterly production performance (reports MiningNews).

As it had been promising in the past few weeks, Western Australian miner Gascoyne Resources has delivered its best-ever quarterly production performance (reports MiningNews). After what managing director Simon Lawson has called a "solid, but challenging" 2021, the company said first quarter production was likely to exceed a record 21,000 ounces of gold, and it delivered today with 21,669oz. While it is yet to reveal its costs, with an average realised price of A$2586/oz, the now-unhedged company generated A$55 million in revenue from sales of 21,260oz.

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Spiralling fertiliser prices and promising exploration and development activity have combined to make Trigg Mining an attractive buy according to research firm Corporate Connect (reports Stockhead).

Geopolitical pressures such as Russia’s invasion of Ukraine have sent the prices of fertilisers soaring and Sulphate of Potash (SOP) – a chloride-free premium product that is essential for high-value chloride sensitive crops such as fruits and vegetables, nuts and cocoa – is no exception. SOP typically commands a US$200 to US$300 per tonne, or 80% to 120%, premium to the more widely available Muriate of Potash (MOP).

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Outgoing Pilbara Minerals chief executive Ken Brinsden has tipped lithium miners to keep “winning” the margin battle in the electric vehicle supply chain as prices surge

Outgoing Pilbara Minerals chief executive Ken Brinsden has tipped lithium miners to keep “winning” the margin battle in the electric vehicle supply chain as prices surge, arguing supply is simply too far behind demand – and carmakers will have to keep “paying through the nose” for the key battery material (reports The Australian Financial Review).

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Raleigh Finlayson started looking for his next venture in Australian gold mining around the same time his peers were declaring the sector to be out of vogue (reports The Australian Financial Review).

It was August 2021 when industry talisman Bill Beament publicly lamented gold’s lack of relevance for the decarbonisation trend, while Evolution Mining chairman Jake Klein said investors’ focus on decarbonisation had left gold in “the doghouse”.

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